Sofia Bucay is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LifeInvest Wealth Management, Portfolio Resources Group, IPG Investment Advisors, and Investment Placement Group. Outside of her advisory work, she operates "Hablando de Lana," a financial literacy commentary platform to which she devotes a small portion of her time without compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus while allowing tactical adjustments.

Parker Brean is a Series 66-licensed financial advisor with Hilltop Securities Inc. in San Diego, CA, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a director at Linday Brean Public Relations Inc., assisting with financial management and accounting. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a variety of portfolio management programs and fiduciary consulting services through an open-architecture platform with distinguished custody capabilities and a broad range of investment strategies.

Joseph Sanchez IV is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, and Axa Advisors. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware strategies, diversified portfolios, and specialized sub-advisers.

Kyle Stacey is a CFP® professional with eight years of experience at Pure Financial Advisors, LLC, where he has worked since 2016. He is based in San Diego, CA. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with an emphasis on academic investment frameworks and continuous planning through its Foundation Financial Plan process.

David Curiel is a CFP® and Series 65 credentialed advisor at AlphaCore Capital LLC with two years of industry experience. Prior to joining AlphaCore Capital, he worked for nine years at Life Credit Company. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm combines traditional equity and fixed-income investing with alternative strategies and asset classes, providing comprehensive wealth planning, investment management, and specialized services such as tax preparation and ERISA retirement plan advisory.

Bernd Steinebrunner is a CFP® professional with 19 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior experience includes roles at MetLife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. Outside of financial advising, he pursues photography as a hobby and serves as Chair of the Advisory Council Committee for Family Promise Orange County, a nonprofit assisting homeless families. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies, including advisor-managed and model portfolios, with regular client account reviews and multiple platform partnerships.

Sean Storck is a CFP® with 19 years of industry experience, currently affiliated with Merit Financial Advisors in San Diego, CA. He has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Avantax entities. Storck is also involved with Reason Tax Group, LLC, a tax preparation and accounting business. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Marc Seward is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Enviso Capital LLC and operating his own consulting business since 1998. He is also involved with AlphaCore Insurance Services, offering insurance products to clients. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning, investment management, and ERISA retirement plan advisory services, emphasizing alternative investment strategies alongside traditional equity and fixed-income exposures.

Jeffrey Dunham is a financial advisor at Dunham with 43 years of industry experience. He holds a Series 63 designation and has been with Dunham and Associates Investment Counsel, Inc. since 1985. Dunham is also a board member of the Dunham Foundation, a charity supporting various children’s causes. Dunham is an SEC-registered investment adviser and broker-dealer that provides wealth management services to individual and high-net-worth clients. The firm employs an asset allocation and manager-of-managers investment approach, offering proprietary mutual funds, separately managed accounts, and a private fund, alongside trust and custodial services through its affiliated trust company.

Alexander Valles is a financial advisor at Pure Financial Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Pure Financial Advisors since 2021, following prior roles at Bank of America, Merrill, and Lincoln Financial Advisors. Outside of his advisory work, he is involved in real estate rental management as an owner. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a planning-centered approach based on modern portfolio theory and tax-aware strategies.

Kaleigh Hollander is a financial professional with 15 years of industry experience, currently affiliated with Sovran Advisors, LLC. She holds a Series 66 designation and has previously worked with MassMutual Life Insurance, Thrivent Financial, and Cetera Wealth Services. Hollander also maintains an administrative role with Sovran Advisors and works as a financial professional with James Loken. Sovran Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of advisor-managed and model portfolios, with regular account reviews tailored to client objectives.

Zachary Kitz is a financial advisor with Hilltop Securities Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Hilltop Securities since 2012. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm employs an open-architecture platform with a range of adviser-managed and model-based programs, and provides specialized services such as municipal bond strategies co-advised by Franklin Templeton Group.

Irma Dipp is a financial advisor with Snowden Capital Advisors LLC in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Snowden Lane Partners since 2015. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm employs a multi-team approach combining institutional capabilities with customized model portfolios and oversight of third-party managers.

Matthias Shortridge is a CFP® and Series 63-registered advisor with three years of industry experience. He is currently with Pure Financial Advisors, LLC, having previously worked with Northwestern Mutual Wealth Management Company and other firms. Pure Financial Advisors serves individual and high-net-worth clients with financial planning and portfolio management, employing a planning-centered investment approach overseen by an Investment Committee that incorporates modern portfolio theory and tax-aware strategies. The firm combines enterprise-scale infrastructure with distinctive operational features such as private equity ownership and advisor involvement in adult-education teaching.

Joseph Hodapp is a CFP® professional at Pure Financial Advisors, LLC with one year of industry experience. He has worked at Pure Financial Advisors since 2022 and previously held roles at Century 21 Masters and Patriot Pacific Financial Corp. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on modern portfolio theory and tax-aware asset location.

Gavin Schmitt is a financial advisor at Trek Financial in San Diego, CA, holding a Series 65 designation with four years of industry experience. He has been with Trek Financial since 2015. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical investment approaches, utilizing a range of quantitative and fundamental models along with artificial intelligence tools under governance and human review.

Damon Francis is a financial advisor with RBC Securities, Inc., holding a Series 66 designation and with 20 years of industry experience. His prior firms include Unionbanc Investment Services and City National Securities, Inc. He has personal investments as a limited partner in multiple real estate ventures across several states, involving multi-family and industrial properties. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to RBC Rochdale, which constructs and implements diversified asset allocation strategies for clients.

Robert Nowak is a CFA® charterholder with six years of industry experience. He is currently with Pure Financial Advisors in San Diego, where he has worked since 2022. Prior to that, he was with Interactive Brokers for one year and RMV Capital for six years. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware techniques, and the use of sub-advisers for specialized strategies.

Richard Engbrecht is a financial advisor with RBC Securities, Inc. based in La Jolla, CA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work history includes roles at City National Bank from 2018 to present, Unionbanc Investment Services from 2010 to 2018, and Union Bank from 2009 to 2018. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates its advisory services within a broader financial services group affiliated with a bank, offering portfolio management, financial planning, and a range of custodial and cash-management features.

Rachel Fuss is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Pure Financial Advisors, LLC and previously worked at Securian Advisors Northwest, Minnesota Life Insurance Company, Securian Financial Services Inc, and Edward Jones. She was also the owner of Charthouse Financial LLC, a finance business that is in the process of closing. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware techniques, and the use of sub-advisers for specialized portfolio sleeves.